Read a deal
classify_opportunityEvaluates a buyer after the first conversation: scores ICP fit, flags risks, and recommends pursue, proceed with caution, deprioritize, or not a fit today.
Instructions
Use this after a first conversation, when the person wants one read on whether this buyer is ready: fit score, how well the people involved match the buyers in their ICP, risk flags and a fit check, ending in one call: pursue, proceed with caution, deprioritize, or not a fit today. It doesn't confirm a champion; that takes asking the person. For a quick fit score only, use get_icp_fit_score.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| revenue | No | Revenue range | |
| industry | No | Industry | |
| vertical | No | The industry the user sells into (e.g., "fintech", "healthcare", "defense"). Infer from conversation context — the user's product description, company name, or the companies they're asking about. If unclear, ask. | |
| dealStage | No | Current deal stage | |
| dealValue | No | Estimated deal value | |
| geography | No | Location | |
| techStack | No | Technologies used | |
| painPoints | No | Known pain points | |
| targetRole | No | The buyer role being evaluated (e.g., "CFO", "CTO", "VP Sales"). Infer from context — often explicit in the user's question. If not mentioned, default to the most senior relevant role for their vertical. | |
| companyName | Yes | Company name | |
| contactTitle | No | Primary contact job title | |
| employeeCount | No | Number of employees | |
| triggerEvents | No | Trigger events | |
| championIdentified | No | Has a champion been identified? | |
| competitorInvolved | No | Known competitor in the deal | |
| productDescription | No | A brief description of what the user's product does and who it's for. Infer this from the conversation if the user has already described their product. If the user hasn't mentioned their product yet, ask them: "What does your product do, and who do you sell to?" before calling this tool. |